Number of Shares
485,810
Previous 361,984 34.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
N/A
123,826 Added 34.21%
485,810 $0
Q4 2023

Feb 06, 2024

BUY
N/A
19,903 Added 5.82%
361,984 $0
Q3 2023

Nov 08, 2023

BUY
N/A
12,572 Added 3.82%
342,081 $0
Q2 2023

Aug 09, 2023

BUY
N/A
12,628 Added 3.99%
329,509 $0
Q1 2023

May 11, 2023

SELL
N/A
-144,460 Reduced 31.31%
316,881 $0
Q4 2022

Feb 13, 2023

BUY
N/A
461,341 New
461,341 $0
Track This Portfolio

Track Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.